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Portfolio (Quarterly) Guide ↗

Quantum Capital Management, LLC / NJ

· CIK 0001513125
13F Portfolio $864M AUM 34 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 7 Added 22 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 APPF Appfolio Inc Technology 34,366.0 $8.0M 0.93% NEW $232.65 -29.1%
2 VYM Vanguard Whitehall Fds 21,982.0 $3.2M 0.36% NEW $143.52 +10.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 34.3%
Financial Services 29.4%
Healthcare 15.1%
Consumer Cyclical 13.4%
Technology 5.8%
Real Estate 1.9%
Basic Materials 0.0%